YHB Investment Advisors
Latest statistics and disclosures from YHB Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XOM, ECL, PEP, AAPL, Berkshire Hathaway Inc. Class B. These five stock positions account for 14.32% of YHB Investment Advisors's total stock portfolio.
- Added to shares of ORCL, STZ, COH, AAPL, GILD, Berkshire Hathaway Inc. Class B, KFT, ECL, Abbvie, PCP.
- Started new stock positions in GIS, STZ, COH, VAR, Abbvie, BA.
- Reduced shares in these stocks: MOO, EDU, Potash Corp. Of Saskatchewan I, DVN, INTC, Mondelez Int, BHI, NBL, PIO, PBCT.
- Sold out of its positions in BX, DVN, EDU, Potash Corp. Of Saskatchewan I, TEVA.
- As of March 31, 2013, YHB Investment Advisors has $311.28M in assets under management (AUM). Assets under management grew from a total value of $269.74M to $311.28M.
- Independent of market fluctuations, YHB Investment Advisors was a net buyer by $13.39M worth of stocks in the most recent quarter.
YHB Investment Advisors portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| XOM | Exxon Mobil Corporation | 3.92 | 135421 | 90.11 | 91.76 | |
| ECL | Ecolab | 2.91 | +6.00% | 112805 | 80.18 | 89.09 |
| PEP | Pepsi | 2.77 | +2.00% | 109185 | 79.11 | 83.80 |
| AAPL | Apple | 2.41 | +19.00% | 16982 | 442.65 | 434.23 |
| Berkshire Hathaway Inc. Class B | 2.31 | +13.00% | 68891 | 104.19 | 0.00 | |
| GOOG | 2.28 | 8923 | 794.24 | 909.18 | ||
| UTX | United Technologies Corporation | 2.20 | +2.00% | 73392 | 93.43 | 97.35 |
| ORCL | Oracle Corporation | 1.95 | +30.00% | 188009 | 32.33 | 35.03 |
| TMO | Thermo Fisher Scientific | 1.94 | +3.00% | 79140 | 76.48 | 86.27 |
| JNJ | Johnson & Johnson | 1.90 | 72368 | 81.53 | 88.09 | |
| PG | Procter & Gamble Company | 1.87 | -3.00% | 75460 | 77.06 | 80.02 |
| CELG | Celgene Corporation | 1.64 | 43919 | 115.92 | 124.91 | |
| MSFT | Microsoft Corporation | 1.58 | +7.00% | 172340 | 28.61 | 34.87 |
| COST | Costco Wholesale Corporation | 1.57 | +5.00% | 45915 | 106.11 | 113.05 |
| CVS | CVS Caremark Corporation | 1.57 | 89044 | 55.00 | 59.44 | |
| MCD | McDonald's Corporation | 1.53 | +3.00% | 47673 | 99.70 | 101.54 |
| DIS | Walt Disney Company | 1.51 | 82608 | 56.80 | 66.58 | |
| IBM | International Business Machines | 1.48 | 21601 | 213.32 | 208.44 | |
| KMR | Kinder Morgan Management | 1.46 | +4.00% | 51854 | 87.84 | 86.22 |
| DHR | Danaher Corporation | 1.43 | +5.00% | 71410 | 62.15 | 63.25 |
| KO | Coca-Cola Company | 1.39 | +7.00% | 106882 | 40.44 | 42.97 |
| SLB | Schlumberger | 1.35 | +2.00% | 56076 | 74.90 | 75.74 |
| WMT | Wal-Mart Stores | 1.30 | +5.00% | 54116 | 74.84 | 77.87 |
| CVX | Chevron Corporation | 1.28 | +2.00% | 33481 | 118.81 | 123.42 |
| PX | Praxair | 1.23 | +5.00% | 34465 | 111.53 | 116.20 |
| Alerian Mlp Etf | 1.20 | +6.00% | 211299 | 17.72 | 0.00 | |
| AON | Aon Corporation | 1.17 | +6.00% | 59400 | 61.50 | 65.98 |
| CLH | Clean Harbors | 1.16 | +11.00% | 62245 | 58.09 | 58.19 |
| AMGN | Amgen | 1.13 | +2.00% | 34434 | 102.51 | 104.69 |
| NWSA | News Corporation | 1.13 | +2.00% | 115800 | 30.51 | 33.22 |
| APA | Apache Corporation | 1.12 | +8.00% | 45035 | 77.16 | 82.01 |
| PWR | Quanta Services | 1.11 | +3.00% | 120628 | 28.58 | 30.20 |
| Mondelez Int | 1.06 | -8.00% | 108259 | 30.61 | 0.00 | |
| T | AT&T; | 1.05 | 88959 | 36.69 | 37.44 | |
| NKE | NIKE | 1.05 | +3.00% | 55525 | 59.02 | 65.32 |
| ESRX | Express Scripts | 1.05 | 56537 | 57.63 | 61.87 | |
| SYK | Stryker Corporation | 1.04 | 49557 | 65.24 | 68.90 | |
| QCOM | QUALCOMM | 1.03 | +5.00% | 48057 | 66.94 | 66.61 |
| MMM | 3M Company | 0.98 | +2.00% | 28744 | 106.32 | 111.39 |
| YUM | Yum! Brands | 0.95 | +6.00% | 40920 | 71.95 | 70.16 |
| CMCSK | Comcast Corporation | 0.94 | +4.00% | 74050 | 39.61 | 41.02 |
| CL | Colgate-Palmolive Company | 0.93 | +6.00% | 24640 | 118.02 | 62.04 |
| NBL | Noble Energy | 0.91 | -8.00% | 24459 | 115.66 | 121.30 |
| KFT | Kraft Foods | 0.89 | +30.00% | 53534 | 51.54 | 0.00 |
| LBTYK | Liberty Global | 0.89 | +7.00% | 40584 | 68.62 | 70.17 |
| EMR | Emerson Electric | 0.88 | +3.00% | 48970 | 55.87 | 59.36 |
| BMY | Bristol Myers Squibb | 0.84 | +4.00% | 63463 | 41.19 | 43.30 |
| EMC | EMC Corporation | 0.84 | +17.00% | 109742 | 23.89 | 24.24 |
| PFE | Pfizer | 0.82 | 88235 | 28.85 | 28.96 | |
| Cimarex Energy | 0.82 | +3.00% | 33683 | 75.44 | 0.00 | |
| GE | General Electric Company | 0.80 | 107657 | 23.12 | 23.46 | |
| MS | Morgan Stanley | 0.80 | +3.00% | 113200 | 21.98 | 25.19 |
| UNH | UnitedHealth | 0.80 | +8.00% | 43632 | 57.21 | 62.84 |
| WRB | W.R. Berkley Corporation | 0.74 | +3.00% | 52100 | 44.38 | 42.58 |
| V | Visa | 0.66 | +2.00% | 12176 | 169.84 | 184.57 |
| ISRG | Intuitive Surgical | 0.64 | +6.00% | 4054 | 491.12 | 484.00 |
| AGN | Allergan | 0.61 | 16970 | 111.61 | 100.85 | |
| PAYX | Paychex | 0.56 | +20.00% | 49780 | 35.05 | 38.52 |
| LBTYA | Liberty Global | 0.56 | -9.00% | 23664 | 73.36 | 75.49 |
| Nextera Energy | 0.56 | +4.00% | 22380 | 77.66 | 0.00 | |
| GS | Goldman Sachs | 0.50 | 10487 | 147.13 | 158.18 | |
| UNP | Union Pacific Corporation | 0.50 | +9.00% | 10824 | 142.37 | 159.91 |
| CHD | Church & Dwight | 0.50 | +9.00% | 23897 | 64.61 | 64.13 |
| L | Loews Corporation | 0.48 | +16.00% | 34000 | 44.06 | 46.44 |
| CSCO | Cisco Systems | 0.48 | -13.00% | 70862 | 20.90 | 24.24 |
| PCP | Precision Castparts | 0.47 | +39.00% | 7781 | 189.56 | 213.00 |
| CTSH | Cognizant Technology Solutions | 0.46 | +5.00% | 18557 | 76.63 | 65.50 |
| CAT | Caterpillar | 0.46 | +4.00% | 16350 | 86.97 | 87.67 |
| MON | Monsanto Company | 0.46 | +11.00% | 13551 | 105.60 | 108.38 |
| VECO | Veeco Instruments | 0.46 | -5.00% | 37584 | 38.42 | 36.84 |
| CME | CME | 0.45 | 22650 | 61.41 | 65.17 | |
| SWK | Stanley Black & Decker | 0.45 | 17353 | 80.97 | 80.94 | |
| INTU | Intuit | 0.45 | +8.00% | 21168 | 65.67 | 60.63 |
| STZ | Constellation Brands | 0.43 | NEW | 28005 | 47.63 | 52.21 |
| FLS | Flowserve Corporation | 0.43 | +3.00% | 7953 | 167.74 | 169.90 |
| WTR | Aqua America | 0.43 | +5.00% | 42825 | 31.43 | 32.73 |
| AFL | AFLAC Incorporated | 0.42 | +4.00% | 24957 | 52.01 | 55.24 |
| ABB | ABB | 0.42 | 57405 | 22.77 | 22.33 | |
| QEP | QEP Resources | 0.42 | +3.00% | 40705 | 31.84 | 29.21 |
| HD | Home Depot | 0.41 | 18336 | 69.75 | 76.86 | |
| COH | Coach | 0.41 | NEW | 25610 | 49.98 | 59.23 |
| CHL | China Mobile | 0.39 | +8.00% | 22855 | 53.12 | 55.32 |
| INTC | Intel Corporation | 0.39 | -21.00% | 55673 | 21.84 | 24.04 |
| ALTR | Altera Corporation | 0.39 | +7.00% | 34650 | 35.47 | 34.05 |
| GILD | Gilead Sciences | 0.38 | +341.00% | 24399 | 48.94 | 56.30 |
| FAST | Fastenal Company | 0.38 | +4.00% | 23221 | 51.33 | 51.11 |
| XRAY | DENTSPLY International | 0.36 | +3.00% | 26099 | 42.45 | 42.28 |
| JEC | Jacobs Engineering | 0.35 | -4.00% | 19470 | 56.24 | 54.09 |
| MORN | Morningstar | 0.35 | +3.00% | 15780 | 69.90 | 70.61 |
| APC | Anadarko Petroleum Corporation | 0.34 | +17.00% | 12118 | 87.47 | 91.06 |
| Tor Dom Bk Cad | 0.33 | 12472 | 83.31 | 0.00 | ||
| COP | ConocoPhillips | 0.31 | 15955 | 60.11 | 63.31 | |
| VZ | Verizon Communications | 0.30 | 18849 | 49.13 | 53.35 | |
| APH | Amphenol Corporation | 0.30 | +3.00% | 12589 | 74.67 | 82.84 |
| NVS | Novartis AG | 0.28 | 12129 | 71.23 | 74.15 | |
| AXP | American Express Company | 0.27 | 12555 | 67.46 | 73.70 | |
| FIS | Fidelity National Information Services | 0.27 | +25.00% | 21510 | 39.61 | 45.08 |
| DD | E.I. du Pont de Nemours & Company | 0.26 | +25.00% | 16299 | 49.14 | 55.89 |
| PBCT | People's United Financial | 0.25 | -22.00% | 58235 | 13.43 | 13.91 |
| LECO | Lincoln Electric Holdings | 0.24 | +8.00% | 13754 | 54.17 | 58.83 |
| LOW | Lowe's Companies | 0.24 | +12.00% | 19425 | 37.94 | 42.67 |
| USB | U.S. Ban | 0.23 | +35.00% | 21340 | 33.93 | 34.67 |
| Transocean | 0.23 | -9.00% | 13493 | 51.95 | 0.00 | |
| KMP | Kinder Morgan Energy Partners | 0.22 | +4.00% | 7661 | 89.81 | 88.38 |
| PBE | PowerShares Dynamic Biotech &Genome; | 0.21 | 24615 | 26.20 | 29.73 | |
| ADP | Automatic Data Processing | 0.20 | 9361 | 65.06 | 71.63 | |
| VNQ | Vanguard REIT ETF | 0.20 | 8760 | 70.55 | 77.53 | |
| CBI | Chicago Bridge & Iron Company N.V. | 0.19 | -4.00% | 9455 | 62.08 | 61.76 |
| NU | Northeast Utilities System | 0.18 | -7.00% | 12551 | 43.42 | 44.47 |
| JPM | JPMorgan Chase & Co. | 0.18 | -2.00% | 11498 | 47.49 | 52.30 |
| MRK | Merck & Co | 0.18 | -3.00% | 12753 | 44.22 | 45.99 |
| PM | Philip Morris International | 0.18 | 6037 | 92.76 | 95.68 | |
| MKC | McCormick & Company, Incorporated | 0.18 | +22.00% | 7409 | 73.56 | 74.68 |
| BHI | Baker Hughes Incorporated | 0.17 | -32.00% | 11335 | 46.40 | 47.53 |
| FNFG | First Niagara Financial | 0.16 | -2.00% | 54900 | 8.85 | 9.96 |
| Abbvie | 0.16 | NEW | 12292 | 40.76 | 0.00 | |
| ABT | Abbott Laboratories | 0.15 | +8.00% | 13492 | 35.35 | 37.35 |
| PIO | PowerShares Global Water Portfolio | 0.15 | -32.00% | 25000 | 19.16 | 20.17 |
| CTXS | Citrix Systems | 0.14 | +8.00% | 6148 | 72.22 | 66.84 |
| WFC | Wells Fargo & Company | 0.13 | -3.00% | 11254 | 36.96 | 39.88 |
| HOG | Harley-Davidson | 0.13 | -10.00% | 7620 | 53.28 | 59.48 |
| BDX | Becton, Dickinson and | 0.12 | +8.00% | 4005 | 95.63 | 101.78 |
| MCK | McKesson Corporation | 0.12 | 3607 | 107.85 | 116.89 | |
| UBNK | United Financial Ban | 0.12 | 25611 | 15.19 | 15.46 | |
| KSS | Kohl's Corporation | 0.11 | -15.00% | 7125 | 46.18 | 51.58 |
| WMB | Williams Companies | 0.11 | +5.00% | 9207 | 37.47 | 37.21 |
| QQQQ | PowerShares QQQ Trust, Series 1 | 0.11 | +57.00% | 5045 | 68.98 | 0.00 |
| MSI | Motorola Solutions | 0.11 | 5228 | 64.08 | 57.84 | |
| Rockville Financial | 0.11 | 27314 | 12.96 | 0.00 | ||
| OXY | Occidental Petroleum Corporation | 0.10 | -9.00% | 4151 | 78.29 | 92.84 |
| TXT | Textron | 0.10 | 10150 | 29.85 | 28.25 | |
| MOO | Market Vectors Agribusiness | 0.10 | -76.00% | 5765 | 54.12 | 54.87 |
| SO | Southern Company | 0.09 | 5823 | 46.88 | 46.60 | |
| TEX | Terex Corporation | 0.09 | -4.00% | 8050 | 34.41 | 32.90 |
| DRC | Dresser-Rand | 0.08 | -2.00% | 4200 | 61.67 | 64.76 |
| Seadrill | 0.08 | +2.00% | 7087 | 37.25 | 0.00 | |
| DEO | Diageo | 0.07 | -2.00% | 1750 | 125.71 | 123.20 |
| GIS | General Mills | 0.07 | NEW | 4357 | 49.35 | 50.36 |
| VAR | Varian Medical Systems | 0.07 | NEW | 2947 | 71.94 | 69.30 |
| ABMD | ABIOMED | 0.07 | -10.00% | 12075 | 18.63 | 23.28 |
| UNFI | United Natural Foods | 0.07 | +5.00% | 4120 | 49.27 | 53.92 |
| BA | Boeing Company | 0.06 | NEW | 2349 | 85.99 | 98.78 |
| BAC | Bank of America Corporation | 0.05 | +19.00% | 13195 | 12.20 | 13.41 |
| FTEK | Fuel Tech | 0.04 | 31475 | 4.32 | 3.93 |
Past 13F-HR SEC Filings for YHB Investment Advisors
- YHB Investment Advisors 2012 Q4 - filed Feb. 1, 2013
- YHB Investment Advisors 2012 Q3 - filed Oct. 22, 2012
- YHB Investment Advisors 2012 Q2 - filed July 20, 2012
- YHB Investment Advisors 2012 Q1 - filed April 27, 2012
- YHB Investment Advisors 2011 Q4 - filed Feb. 1, 2012
- YHB Investment Advisors 2011 Q3 - filed Oct. 26, 2011
- YHB Investment Advisors 2000 Q3 - filed Oct. 26, 2011
- YHB Investment Advisors 2000 Q2 - filed Oct. 26, 2011
- YHB Investment Advisors 2000 Q1 - filed Oct. 26, 2011
- YHB Investment Advisors 2002 Q1 - filed July 20, 2011
- YHB Investment Advisors 2001 Q3 - filed July 20, 2011
- YHB Investment Advisors 2001 Q2 - filed July 20, 2011
- YHB Investment Advisors 2001 Q1 - filed July 20, 2011
- YHB Investment Advisors 2011 Q2 - filed July 20, 2011
- YHB Investment Advisors 2003 Q2 - filed May 3, 2011
- YHB Investment Advisors 2003 Q1 - filed May 3, 2011
- YHB Investment Advisors 2002 Q3 - filed May 3, 2011
- YHB Investment Advisors 2002 Q2 - filed May 3, 2011
- YHB Investment Advisors 2011 Q1 - filed May 3, 2011